Customer Solutions Consultant

Summary about this job

Detail information about job Customer Solutions Consultant. Terms and conditions vacancy

BT Financial Group (BTFG) is the wealth management arm of Westpac Group, providing our customers with intelligent solutions for creating, protecting and managing wealth. BTFG financial products are distributed through Westpac Group's retail banks (Westpac, St.George, BankSA and Bank of Melbourne) and an extensive network of external financial advisers.
 
Your Team
Customer Service Delivery’s main business is to provide accurate and efficient transaction management and customer servicing for BT/ Westpac/Asgard/St George.  The products serviced include Asgard, Wrap, Investment, Superannuation, Pensions, Insurance and Margin Lending.

ASGARD Equities is responsible for the end to end processing of Equity Transactions, including equity transfers, equity trading & settlements and Income/Corporate Actions. Asgard Equities is focussed on providing optimum levels of Customer service with Customer Solutions Consultants focused on delighting Customers and consistently managing their expectations.

The Perks
Joining us has many perks besides building a long and stable career. You’ll be:
• Able to have access to some of the best banking, wealth and insurance benefits in the market
• Offered a highly competitive remuneration that is fair and consistent for all our people
• Entitled to a suite of online learning, training modules and career planning tools to grow with us
• Encouraged to participate in the community through paid volunteer leave and secondments available
• Free onsite car parking

The Role

As a Customer Solutions Consultant you’ll be:
- Customer focussed
- The point of contact for any technical Customer queries that cannot be answered by Customer Relations and resolve issues regarding incomplete, invalid or unclear transactions primarily via the telephone with the Customer, with further follow-up communication as required.
- Processing Corporate Action elections, income and IPO’s
- Monitoring trading/settlements and escalations
- Liaising with Tax and Accounting Team to ensure correct tax treatment is applied to Corporate Actions
- Liaising with Dealer Groups, Customers and Share Registries
- Adhering to ASX, ASIC and Risk requirements
- Flexible to work overtime as required                                      

What you need to succeed

Behavioural Capabilities
• Exceptional organisational and time management skills
• Strong communication and interpersonal skills
• Sound analytical and problem solving skills
• Ability to work to strict deadlines
• Exceptional customer service focus
• Strong attention to detail and accuracy
• Strong team player
• Ability to work in a changing environment
• Is willing to accept advice and guidance from others
• Negotiation skills

Knowledge/Qualifications/ Experience
• Exceptional verbal and written communication skills
• Exceptional computer skills including the Microsoft suite of products
• Demonstrated ability to provide high quality output
• Previous experience in a customer service environment with demonstrated ability to work to deadlines
• Experience in liaising with internal and external stakeholders

For more information follow BT Financial Group’s LinkedIn page and visit http://www.careers.westpacgroup.com.au/. BT Financial Group is an equal opportunity employer and encourages applications from men and women of all ages, including people with a disability and Indigenous Australians.
 
Please apply online if you’re interested in joining us.